- 12 Nov 2024
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Investor Portal Registration (Investor's Perspective)
- Updated on 12 Nov 2024
- 1 Minute to read
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Welcome to the Investor Portal Registration Investor's Perspective guide.
Note: For Bryt Servicers testing this process, do not use the same 'From' email listed under your 'Admin - Email Settings'.
To start, you'll navigate to the invitation email where the instructions and registration link to your servicer's investor portal are included. (URL Ex: companyname.brytsoftware.com)
Your servicer will need a valid email on file for your contact details for the invitation email to be received successfully.
This is how you'll receive the investor portal registration email when it's sent to your email by your servicer.
Note: Portal registration invitations will expire after 48 hours, you will need to ask your servicer for a new link if the link is no longer active.
From there you'll want to click on the first link to Register your Investor Portal account.
You'll copy-paste or type the email that's noted in that invitation email then click the 'Register' button (aftergoing through the reCAPTCHA to verify you're a legitimate user).
If successful, you'll see the following message.
If unsuccessful you'll see a dialog box stating that there was no match for the email, you'll want to contact your servicer to verify the email they have for you.
Continuing on the successful message, you'll receive the following email where you'll need to click on the link to finish setting up a password.
You'll be taken to the page below when you click 'here':
Enter your password and finish by clicking the 'Create Account' button.
If successful you'll see the following message:
Click the blue 'here' link to be redirected to the investor portal login page.
From there click the 'Log in' button to log in. You can also use the 'Forgot Password?' link if you've forgotten your password.
You've now successfully created your Investor Portal account.